| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 0.02% | 0.02% | #2 | $1.6M | 15,820 | $1.4M | 15,820 | 00.00% | Unchanged | |
| FIRST MERCHANTS CORP | 0.05% | 0.05% | #1 | $1.4M | 16,061 | $1.4M | 16,061 | 00.00% | Unchanged | |
| Oakworth Capital, Inc. | <0.01% | <0.01% | #4 | $29,923 | 304 | $26,072 | 304 | 00.00% | Unchanged | |
| Financial Gravity Companies, Inc. | <0.01% | — | #3 | $20,279 | 205 | $0 | 0 | +205 | New Buy |